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Roots Law, PC

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Roots Law, PC

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🌳Shared Roots. Shared Future. Estate Planning • Probate • Guardianship
Helping families connect, provide, and protect.
📍Tulsa, Oklahoma

11/02/2026

Giving can be part of your legacy, too.

As the year comes to a close, you may be thinking about ways to support the people you care about during your lifetime. For 2026, the federal annual gift-tax exclusion is $19,000 per recipient—but that number isn’t a universal limit on how much you can give.

Larger gifts can involve additional tax and reporting considerations, which is why year-end giving should be considered alongside the rest of your estate plan.

Before you write the check, ask what you want that gift to accomplish—and how it fits into the bigger picture.

Generosity deserves a plan, too. Talk with your estate-planning attorney and tax professional before making significant gifts.

11/02/2026

There’s something I like about actually putting a record on in the morning. It makes you slow down just enough to listen.

Today’s selection: Weather Report, Heavy Weather.

Not a bad way to begin a Monday.

What are you listening to, reading, drinking, or doing to start the week?

10/30/2026

Estate planning with aging parents isn’t about getting them to sign documents. It’s about creating clarity around their wishes, hopes and the legacy they want to leave behind.

Having those conversations now can help your family better understand what matters to them—and make difficult decisions clearer when the time comes.

Start the conversation before it becomes a crisis. Schedule an estate planning consultation with Roots Law—in person or virtually at rootsep.com.

10/26/2026

Your estate includes more than what you can physically hold.

From online accounts and cloud storage to digital photos, subscriptions and financial accounts, your digital life is part of the bigger picture. A thoughtful estate plan can help address how these assets and important information should be handled.

Your life has gone digital. Your estate planning should account for it, too.

10/23/2026

Estate planning consultations aren’t really about documents—they’re about people.

They’re about the family you love, the future you’re building and making sure the people who matter most are cared for when you can’t be there to do it yourself.

At Roots Law, we believe estate planning is an act of love, not an act of paperwork.

Ready to create a plan rooted in what matters most?

Schedule an estate planning consultation with Riley—in person or virtually at rootsep.com.

10/23/2026

Excited to spend the afternoon with Vision Bank at their annual CLE/CPE Seminar.

Today I'm presenting on two topics that are increasingly important in estate planning and trust administration:
✅ Decanting Irrevocable Trusts
✅ Modern Methods for Modifying Irrevocable Trusts

Irrevocable trusts are often viewed as permanent, but there are a number of tools available to adapt trusts to changing laws, family circumstances, tax considerations, and beneficiary needs. Understanding when and how those tools can be used is critical for attorneys, CPAs, trustees, and advisors.

Thank you to Vision Bank for hosting another outstanding educational event and for investing in continuing education for professionals across our community.

Looking forward to some great conversations this afternoon.

10/19/2026

One of the best parts of practicing in the trusts and estates world is the opportunity to learn alongside talented professionals who are willing to share their knowledge and experience.

Today I'm attending the monthly lunch of the Tulsa Estate Planning Forum, where our guest speaker, Ash Ahluwalia, is presenting on strategies to increase Social Security benefits and the impact of the One Big Beautiful Bill Act (OBBB).

These kinds of professional organizations are more than networking groups. They're an important resource that helps attorneys, financial advisors, CPAs, trust officers, and other professionals stay informed about changes that affect the families we serve. When we invest time in continuing education and professional relationships, our clients benefit from better advice, better planning, and better outcomes.

Grateful for organizations like TEPF and for professionals who generously share their expertise with the community.

10/19/2026

Estate planning is easy to put off. In fact, 43% of people without a will say they simply “haven’t gotten around to it,” according to Caring.com’s 2025 Wills & Estate Planning Study.

You don’t need to have every answer—or wait for the “right time”—to start planning. An estate planning attorney can help you understand what makes sense for your family, assets and future.

If estate planning has been sitting on your someday list, maybe it’s time to make someday today.

Source: Caring.com, 2025 Wills & Estate Planning Study

10/16/2026

“Jesus Christ, girl.” 😂

Riley’s daughter may not have been talking about estate planning…but we’re going to pretend she was.

If your will has been sitting untouched while your life keeps changing: Jesus Christ, girl. Update your estate plan.

Address

2626 E 21st Street Ste 2
Tulsa, OK
74114

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

http://www.rootsep.com/

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